Sales Tracking Form Template
Provide your sales team an online checklist form to keep track of daily sales calls and outcomes. Our ready-made template needs no coding skills.
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Customize template
Document each week’s calls, appointments, and sales with a digital form that requires no technical knowledge or configuration efforts. Use this sales tracking form template as a starting point. Then feel free to add more fields to paint a bigger picture. Many form options are available in our form editor. For example, the ability to perform calculations for a weekly sales summary. Finally, set up multiple email recipients to regularly update the management team.
Publish template
It’s really easy to provide your sales team with a sales tracking sheet they can complete in real-time after each call. Rest assured our forms are adaptable to every screen shape and size. As for our publishing methods, they are all effortless. For instance, copy and paste the form code to embed it on a web page – such as an intranet. On the other hand, you might prefer an even easier way, that is sharing the form link to an email list or within a text message.
Collect & manage data
With 123 Form Builder, gathering and storing sales performance data throughout the year is really easy to do. Certainly, every form entry lands in a secure data repository. Access it from our dashboard or export everything on your computer. In the same way, you can choose to connect sales tracking data with other web apps, such as a CRM.
Optimize processes
Go paperless and get more out of digital forms starting today! Creating your 123 Form Builder account is just a few clicks away. Besides, it’s free! Choose any template you need, customize it, and share it with your team – all without headaches. And you will get instant alerts each time form submissions arrive.
